Investment Strategy
Managers bullish on Chinese and Indian corporate debt
Australian investors are being urged to increase their exposure to Chinese and Indian credit, owing to imminent political change, low default rates and high yields. Corporate emerging market debt represents only 5 per cent of the BofA Merrill Lynch Global Corporate Index, but AXA Investment Managers has double this exposure in several of its strategies. […]
David RowleyApril 14, 2014